At Urquhart Sexton Financial Planning we offer investment advice services tailored to your current circumstances and attitude to risk. Our advice takes into account the tax structure of your investments, whether it be held in Superannuation, Pensions, Self-Managed Super or ordinary tax environments.
As part of our Investment Administration service we offer clients access to a centralised portfolio reporting service which is reconciled on a weekly basis and available online. Access to our Term Deposits service is included in our Administration service which starts from $130 per month.
For more information regarding our services please refer to the below links in conjunction with our Financial Services Guide.
Self Managed Super Funds
Urquhart Sexton Financial Planning also manages and offers three investment portfolios; Conservative, Balanced and Growth.
Learn MoreSeparately Managed Accounts
Would you like more care taken with your investments and that they were reviewed on a more regular basis, rather than set and forget?
Learn MoreSuperannuation and Pensions
We can help assist you with your Superannuation Requirements with comprehensive advice to suit your lifestyle and goals.
Learn MoreTerm Deposits
With access to over 20 Australian Financial Institutions, all in the one place, we can recommend and securely place your Term Deposits at competitive rates.
Learn MoreWeekly Portfolio Management
Investment Portfolios, within and outside superannuation, can be reviewed on a weekly basis and adapted to changing market conditions, and implemented on your behalf.
Learn MoreShare Trading
We can help you buy and sell shares on both the ASX and NSXA beginning with a phone call and a simple one page application.
Learn MoreContact Us
Griffith
New South Wales 2680
Phone: 02 6962 3635
Email: advice@urquharts.com.au
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